WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $908,628 | -18.6% | 11,640 | -17.1% | 0.23% | -22.3% |
| Q2 2023 | $1,116,635 | -12.6% | 14,033 | -9.6% | 0.30% | -18.0% |
| Q1 2023 | $1,277,122 | -4.1% | 15,524 | +0.4% | 0.37% | -13.8% |
| Q4 2022 | $1,331,217 | +37.8% | 15,468 | +21.4% | 0.43% | +23.8% |
| Q3 2022 | $966,000 | +8.5% | 12,741 | +17.8% | 0.34% | +22.0% |
| Q2 2022 | $890,000 | – | 10,819 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |